Barrie Smith
Financial Adviser
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About
Barrie Smith is an ASIC-registered financial adviser based in South Perth, WA, dedicated to helping clients achieve their financial goals through tailored and comprehensive advice. With a Diploma of Financial Services from Deakin University (2003) and a Graduate Diploma of Financial Planning from Kaplan Higher Education (2023), Barrie possesses a strong foundation in financial principles and a commitment to ongoing professional development. He is also a proud member of the Financial Advice Association of Australia (FAAA). Barrie is authorised to provide advice on a wide range of financial products, ensuring clients receive well-rounded and suitable strategies. These include superannuation, insurance, wealth management, and retirement planning. He can also provide advice on Investment Life Insurance, Life Risk Insurance, Securities, Retirement Savings Accounts, and Government Debt Securities. Key services offered include: • Superannuation Advice • Insurance Solutions • Wealth Management Strategies • Retirement Planning • Investment Advice Ready to take control of your financial future? Contact Barrie today for a consultation and discover how he can help you build a secure and prosperous tomorrow.
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Frequently Asked Questions
What types of financial advice does Barrie Smith offer?
Barrie Smith provides advice on superannuation, insurance, wealth management, and retirement planning, including Investment Life Insurance, Life Risk Insurance, Securities, Retirement Savings Accounts, and Government Debt Securities. He tailors his advice to each client's unique circumstances.
What qualifications does Barrie Smith have?
Barrie Smith holds a Diploma of Financial Services from Deakin University (2003) and a Graduate Diploma of Financial Planning from Kaplan Higher Education Pty Limited (2023). He is also a member of the Financial Advice Association of Australia (FAAA).
How does Barrie Smith develop a financial plan for clients?
Barrie Smith begins by understanding your financial goals, current situation, and risk tolerance. He then develops a personalized financial plan that outlines strategies to help you achieve your objectives. Regular reviews ensure the plan remains aligned with your needs.
What can I expect during my first meeting with Barrie Smith?
During your initial consultation, Barrie will discuss your financial goals and gather information about your current financial situation. This meeting is an opportunity for you to ask questions and determine if Barrie is the right fit for your needs.
How often will Barrie Smith review my financial plan?
Barrie will review your financial plan regularly to ensure it remains aligned with your goals and changing circumstances. The frequency of reviews will be determined based on your individual needs and preferences.
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